Axis Wealth Partners, LLC
Top Portfolio Positions
43 positions ·
$31,598,608 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
15,356 | $3,897,199 | 12.33% | |
| SLDE |
Slide Insurance Holdings, Inc.
Financial Services
|
203,502 | $3,663,036 | 11.59% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,375 | $2,845,237 | 9.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,298 | $1,728,223 | 5.47% | |
| XYL |
Xylem Inc.
Industrials
|
13,555 | $1,619,822 | 5.13% | |
| VZ |
Verizon Communications Inc
Communication Services
|
24,665 | $1,238,182 | 3.92% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,938 | $1,118,574 | 3.54% | |
| NVDA |
Nvidia Corp
Technology
|
6,095 | $1,062,968 | 3.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,187 | $916,453 | 2.90% | |
| MSFT |
Microsoft Corp
Technology
|
2,375 | $879,153 | 2.78% |
Portfolio Trend
6 quarters · across all stocks
Holdings in CRNT
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,207 | 10,744 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $22,562 | 10,744 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $25,033 | 10,744 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $26,430 | 10,744 | Shares | Sole | 2025-07-15 | |
| No 13F history on record for this holder in this stock. | ||||||